Digitize, inspect, and improve

Here’s the payoff: by the end of this phase, a failed check on a forklift turns itself into assigned, tracked work and shows up on your dashboards — no double entry. We follow that one forklift from its checklist to the trends it feeds, so you can see how each step connects. Every step shows the real product; open the detailed guide when you want every click.

This is phase 3 of 5 in getting started — finish phase 2, Prepare your organization, first.

1. Digitize the checklist

Turn your forklift safety checklist into a published template the whole team can use.

Open Templates and build the form — add sections and questions, choose response types, and set scoring. Mark answers as actionable so a failed check raises work automatically. When you publish, your forklift template is ready for every forklift in your register.

Learn more: Create a template · Templates, inspections, and reports

2. Inspect the forklift

Run that checklist against a forklift — then open the completed inspection.

Start from Inspections, or scan the forklift’s QR label. Answer the checks, add photos or notes, then submit — the inspection uses your published forklift template automatically. Fail a check that’s marked actionable and LambdaAssetCheck raises follow-up work the moment you submit. When you finish, review the inspection and download a PDF report.

Learn more: Conduct an inspection · Manage your assets · QR codes

3. Act on what you found

See the work your forklift inspection created — and filter to what needs attention.

A failed forklift check becomes a work request automatically (audits raise a flag instead). Open Work Management to see it alongside everything else raised from inspections, then filter by work type, status, priority, or assignee to find what matters.

Learn more: Work management · Compliance and flags

4. Close the finding

Open the forklift’s work order to assign it, add tasks, and drive it to closed.

Open the request to see its issues, description, and the photos captured during the forklift inspection. Assign the right person, add tasks with Create Task, and move the status forward as the work progresses. When the fix is done, close it out and record the root cause and resolution so your trends stay meaningful later.

Learn more: Close work out · Resolving flags

5. Analyze the trends

See open work, flag health, and trends across every forklift and asset.

Home gives a live summary of tasks, incidents, and flag health. Use Analytics to build dashboards and charts when you need deeper trends across inspections, work, and flags — for one forklift or your whole fleet.

Learn more: Analytics quick start · Analytics user guide